Follow-up that runs itself. Relationships that stay intact.
Patient Engagement automates patient payment outreach across text and email — tailoring every touchpoint to the balance, the timing, and the patient. Your billing team stops chasing statements and starts reviewing results.
Not a blast. A deliberate, personalized sequence.
Every message Patient Engagement sends is shaped by what it knows about the patient and the balance — so outreach feels helpful, not harassing.
Behavior-tailored messaging
Each message is shaped by the claim type, how old the balance is, and the patient’s payment history — so the right tone and the right ask arrive at exactly the right moment, automatically.
Thoughtful by design
Patients receive at most one message per day, across alternating text and email channels. A typical sequence covers up to 16 touchpoints over 120 days — consistent enough to work, restrained enough to respect.
Nothing gets left behind
Every balance that enters your EHR flows into Patient Engagement’s sequence automatically. There’s no manual queue to manage, no statements to batch, and no patients who slip through the cracks.
Opt-out rates below 0.01%. Most patients stay in the conversation.
Patient Engagement is tuned for specialty practices where the patient relationship matters as much as the balance. Cadence and tone are fully customizable by practice, and the approach is built to maintain trust while following up on payment.
- Text and email alternate throughout the full sequence
- Cadence, tone, and timing customizable per practice
- Works alongside Digital Payments and AI Chat in one unified flow
- Covers new balances through aging AR — no separate process needed
- Frees billing staff from manual statement follow-up entirely
Put every balance on autopilot.
Book a demo to see how Patient Engagement manages a full patient billing sequence — from first message to paid balance.
